Skylands Capital, LLC Q1 2022 Filing

Filed May 5, 2022

Portfolio Value

$826.1M

Holdings

146

Report Date

Q1 2022

Filing Type

13F-HR

All Holdings (146 positions)

#StockSharesValue% PortfolioType
101
WBAWALGREENS BOOTS ALLIANCE INC
17,025$762K0.09%
102
BRK/BBERKSHIRE HATHAWAY INC DEL
2,000$706K0.09%
103
ESCAESCALADE INC
52,100$688K0.08%
104
ICEINTERCONTINENTAL EXCHANGE IN
5,100$674K0.08%
105
MKSIMKS INSTRS INC
4,375$656K0.08%
106
T7DTRANSDIGM GROUP INC
980$639K0.08%
107
DENNDENNYS CORP
38,800$555K0.07%
108
NATRNATURES SUNSHINE PRODS INC
30,950$521K0.06%
109
NVECNVE CORP
9,550$520K0.06%
110
MAMASTERCARD INC
1,400$500K0.06%
111
AVYA 2.25 06/15/23AVAYA HLDGS CORP
500,000$484K0.06%
112
SKINTHE BEAUTY HEALTH COMPANY
27,900$471K0.06%
113
SMGSCOTTS MIRACLE-GRO CO
3,300$406K0.05%
114
RJFRAYMOND JAMES FINL INC
3,637$399K0.05%
115
INTEVAC INC
73,400$393K0.05%
116
XLESELECT SECTOR SPDR TR
5,000$382K0.05%
117
CCKCROWN HOLDINGS INC
2,950$369K0.04%
118
CI FINL CORP
22,900$364K0.04%
119
NDQINVESCO QQQ TR
1,000$363K0.04%
120
PIIIP3 HEALTH PARTNERS INC
43,315$339K0.04%
121
IWMISHARES TR
1,305$268K0.03%
122
MCDMCDONALDS CORP
1,050$260K0.03%
123
SIMOSILICON MOTION TECHNOLOGY CO
3,800$254K0.03%
124
MSFTMICROSOFT CORP
790$244K0.03%
125
WRKUSDWESTROCK CO
4,900$230K0.03%
126
RSVRRESERVOIR MEDIA INC
20,811$205K0.02%
127
GDGENERAL DYNAMICS CORP
750$181K0.02%
128
VRSUSDVERSO CORP
6,550$177K0.02%
129
DYHTARGET CORP
700$149K0.02%
130
NDSNNORDSON CORP
650$148K0.02%
131
FSTRFOSTER L B CO
8,218$126K0.02%
132
SHWSHERWIN WILLIAMS CO
500$125K0.02%
133
BIRDGBPALLBIRDS INC
16,600$100K0.01%
134
SPYSPDR S&P 500 ETF TR
200$90K0.01%
135
ABBVABBVIE INC
500$81K0.01%
136
MMM3M CO
500$74K0.01%
137
QUALTEK SERVICES INC
21,252$68K0.01%
138
RG6ROGERS CORP
240$65K0.01%
139
HDHOME DEPOT INC
200$60K0.01%
140
CWSTCASELLA WASTE SYS INC
500$44K0.01%
141
VYXNCR CORP NEW
1,000$40K0.00%
142
EXASEXACT SCIENCES CORP
550$38K0.00%
143
ULTAULTA BEAUTY INC
90$36K0.00%
144
OXYOCCIDENTAL PETE CORP
248$14K0.00%
145
AG8AGILENT TECHNOLOGIES INC
50$7K0.00%
146
PFGCPERFORMANCE FOOD GROUP CO
44$2K0.00%
PreviousPage 2 of 2